Longi(SH:601012) Xin Lang Cai Jing·2025-11-12 02:21Core Insights - Longi Green Energy experienced a decline of 5.12% on November 12, with a stock price of 21.29 CNY per share and a total market capitalization of 161.34 billion CNY [1] Company Overview - Longi Green Energy Technology Co., Ltd. is located in Xi'an, Shaanxi Province, and was established on February 14, 2000. The company went public on April 11, 2012. Its main business includes the research, production, and sales of monocrystalline silicon rods, wafers, cells, and modules, providing products and system solutions for photovoltaic centralized ground power stations and distributed rooftop (including BIPV) development. The company is also actively developing and nurturing its photovoltaic hydrogen production business [1] - The revenue composition of Longi Green Energy is as follows: 93.51% from photovoltaic product sales, 3.54% from power station business, and 2.95% from other businesses [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under ICBC Credit Suisse has a significant position in Longi Green Energy. The Carbon Neutrality Leader ETF (159640) reduced its holdings by 71,100 shares in the third quarter, now holding 191,800 shares, which accounts for 1.99% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is approximately 220,600 CNY [2] - The Carbon Neutrality Leader ETF (159640) was established on July 13, 2022, with a current size of 173 million CNY. Year-to-date, it has achieved a return of 39.32%, ranking 1095 out of 4216 in its category; over the past year, it has returned 28.09%, ranking 1068 out of 3937; and since inception, it has returned 3.68% [2] Fund Manager Information - The fund manager of the Carbon Neutrality Leader ETF (159640) is Li Ruimin. As of the report date, Li has served for 2 years and 260 days, with the fund's total asset size at 2.103 billion CNY. During his tenure, the best fund return was 70.75%, while the worst return was -18.17% [3]